SW Investment Management

Latest statistics and disclosures from SW Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SKYW, UI, GRMN, EXPD, SGI, and represent 100.00% of SW Investment Management's stock portfolio.
  • Added to shares of these 1 stock: SKYW (+$9.9M).
  • Reduced shares in these 4 stocks: AMKR (-$41M), PLTR (-$25M), PSN (-$25M), UI.
  • Sold out of its positions in AMKR, PLTR, PSN.
  • SW Investment Management was a net seller of stock by $-81M.
  • SW Investment Management has $352M in assets under management (AUM), dropping by -21.99%.
  • Central Index Key (CIK): 0001824821

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Portfolio Holdings for SW Investment Management

SW Investment Management holds 5 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SkyWest (SKYW) 28.2 $99M +11% 1.0M 99.33
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Ubiquiti (UI) 21.3 $75M 140k 534.03
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Garmin SHS (GRMN) 18.6 $65M 275k 237.54
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Expeditors International of Washington (EXPD) 18.5 $65M 400k 162.98
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Tempur-Pedic International (SGI) 13.4 $47M 600k 78.40
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Past Filings by SW Investment Management

SEC 13F filings are viewable for SW Investment Management going back to 2020

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